Dan S. Email & Phone Number

Santa Rosa, Ca, Us

Santa Rosa, California, United States

Sonoma County, California, United States

Santa Rosa, California, United States

On the Renovation team, we are driving turnarounds for flatlining, declining, or acquired brands that require new strategies. I'm responsible for performing brand diagnosis, assessing core issues, identifying remediation needs, building the business case, and implementing recommendations.The assessment (and implementation) runs from Brand Strategy through Go-to-Market and Creative Development.

San Francisco Bay Area

Brand Manager over Siduri, Murphy-Goode, Arrowood, Capture, Bootleg- Own all 3-year brand strategies and development and delivery of Annual Operating Plans- Responsible for quarterly budget refinement, inventory management, and sales forecasting activities- Work with digital partners to set organic and paid social strategies- Partner with DTC team to develop educational content and email campaigns- Coordinate and lead cross-functional meetings - share out sales, P&L, and Brand metric analysis- Execute and communicate changes to pricing strategy- Develop and execute Brand MarComm activities- Lead all creative direction: Point-of-Sale, Social (organic and paid), Advertisements, Partnerships, etc.

San Francisco Bay Area

ABM - Kendall Jackson (March 2020 - Feb 2021)- Responsible for Sales analytics, P&L analysis, KPI tracking, and Budget reconciliation on monthly basis- Co-developed 3-year brand strategies/objectives and FY21 annual operating plan with Director and VP- Led market research and competitive category analysis in order to create a consumer-facing communication platform for Brand sustainability objectives- Supported full-service creative agency on-boarding and engagement for new Brand strategy and multi-year campaign for flagship Brand- Managed packaging changes across largest volume product tier- Led creative development on sustainability microsite, video creation, and Brand sales materialsABM - La Crema, Murphy-Goode, Carmel Road (Jan. 2019 - March 2020)- Responsible for Sales analytics, P&L analysis, KPI tracking, and Budget reconciliation on monthly basis- Led Brand revitalization effort for 350k case Brand based on updated consumer research, including refining target market, Brand DNA and positioning, and visual identity- Established the strategy and drove execution of a multi-year, national campaign including: asset generation, developing point-of-sale materials, paid media ads, PR mailers, and organic SEO-driven blogs- Built out education component of national experiential activation for La Crema- Managed year long sales incentive culminating in $100k weekend-long congratulatory event- Coordinated sustainability partnership with ForestNation and pitched idea to national alch-bev buyer at major health-oriented grocerInnovation/Extracurriculars- Identified innovative zero-waste packaging partner to support company carbon reduction goals. Built pitch deck and business case for a pilot program and long term partnership to cross functionals and Executive team- Built new product development plan for company’s first alternative packaging (cans) offering

Greater Chicago Area

Cybersecurity Audit Lead - Financial Services- Client relationship manager and delivery lead for 8 cybersecurity audits totaling $2.5M. Responsibilities included solution delivery, resource staffing and management, expense management (20+ Accenture), risk management, and quality assurance

Chicago, Il

Finance Program Lead - Financial Services- Delivery Lead for a 10 week assessment of technical architecture, estimation, and roadmap for division to plug into the global finance transformation project (key components: data mapping, data lake, Fusion Accounting Hub, Oracle Fusion Financials)- Original Assessment led to a detailed analysis resulting in a 3 year transformation project plan with underlying resourcing, costs, architecture, and organizational structure- Assigned to stand up the project management strategy Operating Model & Service Management Design - Financial Services- Lead a team of 4 through the detailed design and build phases- Designed blueprint of service management structure for proposed Center-of-Excellence (metrics, governance, Voice of the Customer, COE Service Inventory/Catalogs)- Built COE sizing model based on organizational design/business unit support first principles- Created client specific migration checklist for location strategyService Delivery Model Assessment - Financial Services- Project lead for post-merger assessment of Treasury Management department of 30 FTEs with a 8m annual budget- Led working sessions with Treasurer and direct reports on current state, target state, and business case - Recommended partially decentralized target Service Delivery Model with cost savings of ~1m over 3 year timelineStrategic Cost Takeout – Financial Services- Project lead for Treasury, Tax, Basel, and Comprehensive Capital Analysis and Review (CCAR) work streams to assess cost reduction opportunities through process optimization and organizational re-design- Drove stakeholder interviews, current state workshops, and current state analysis to develop value-measured recommendations- Enhanced banking-specific treasury taxonomy and best practices for benchmarking unique client business model

Greater Chicago Area

Regulatory Readiness Assessment – Financial Services- Produced bank’s current and future state business architecture and process deliverables for an assessment of CCAR capabilitiesBusiness Transformation – Financial Services - Supported current state business and technology assessment with the goal of moving $56 billion dollars from the balance sheet to secondary mortgage market for purchase- Facilitated the gathering of top-down and bottom-up FTE estimates to forecast size and effort of selected business solutionRisk and Control Self Assessment – Financial Services- Facilitated Risk and Control Self-Assessment (RCSA) workshops with 15+ client stakeholder groups within retail banking - Documented over 150 processes and identified 450 unique risks and 950 corresponding controls inherent in the processes

Chicago, Illinois, United States

Operating Model Design – Financial services - Led a consulting team of 4 which assessed and re-designed the P&C claims quality control operating model using industry benchmarks and internal requirementsChange Management/Training Development - Resources- Led a team of three (1 internal, 2 client) through the development of training material, training strategy, and change management strategy for 3 releases. - Identified the topic outlines for eight classes and authored three classes based upon requirements gathering meetings

Sebastopol, Ca

Performed typical intern activities: vineyard sampling and estimation, fermentation management, barrel management, cleaning everything in sight.

Brand Management, A

Finance, Risk Management & Insurance

Activities and Societies: President- Phi Kappa Psi Fraternity, Justice- Inter Fraternity Council